港股异动 | 中通快递-W(02057)涨近4% 国家邮政局治理快递“内卷式”竞争

智通财经
Jul 30

智通财经APP获悉,中通快递-W(02057)涨近4%,截至发稿,涨3.78%,报161.9港元,成交额1.07亿港元。

消息面上,据国家邮政局消息,7月29日,国家邮政局召开快递企业座谈会,就依法依规治理行业“内卷式”竞争,强化农村地区领取快件违规收费等突出问题整治,促进行业高质量发展进行座谈交流。国信证券认为,未来在“反内卷”和高质量发展政策指导下,快递行业的无序竞争有望实现边际好转,从而促使监管、竞争、盈利和质量达成新的平衡,今年四季度旺季行业的价格和盈利表现仍然值得期待。

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